Close Mailshake

Send transactional emails on closed deals

When a deal is marked won in Close, automatically send a transactional confirmation email to the client using Mailshake.

Try:

See all Close + Mailshake integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Close Explore Close →

Triggers
New lead created

Fires when a new lead or contact is created in Close.

Deal stage changed

Fires when a deal moves to a new stage in Close.

Deal won

Fires when a deal is marked won in Close.

Contact updated

Fires when a field on a contact changes in Close.

Actions
Create or update contact

Creates or updates a contact in Close.

Create deal

Creates a new deal in Close.

Update deal stage

Moves a deal to a new stage in Close.

Log activity

Logs a call, email, or note against a record in Close.

Mailshake Explore Mailshake →

Triggers
New subscriber added

Fires when a new subscriber is added in Mailshake.

Subscriber unsubscribed

Fires when a contact unsubscribes in Mailshake.

Email opened or clicked

Fires when a subscriber opens or clicks a campaign in Mailshake.

Actions
Add or update a subscriber

Creates or updates a subscriber in Mailshake.

Unsubscribe a contact

Unsubscribes a contact in Mailshake.

Add a subscriber to a list

Adds a subscriber to a list or segment in Mailshake.

Send a transactional email

Sends a one-off transactional email via Mailshake.

Add new CRM leads to email marketing lists When a new lead is created in Close, automatically add them as a subscriber to a designated list in Mailshake. See details
Create CRM contacts from email subscribers When a new subscriber is added in Mailshake, automatically create a matching contact record in Close. See details

See all Close + Mailshake integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send transactional emails on closed deals” between Close and Mailshake?

Yes — describe it in the box above and Knit's Integrations Agent researches Close and Mailshake's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does syncing Close and Mailshake improve lead tracking?

New subscribers or email interactions in Mailshake automatically create or update records in Close, providing sales teams with clear engagement context.

Can deal stage updates trigger targeted emails?

Yes, changing a deal stage or closing a deal in Close can automatically add subscribers to specific lists or send transactional emails through Mailshake.

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